One portfolio, continuously monitored. Payments, maturities, documents, and risk — all in one place.
Six signals, surfaced continuously. Alerts before problems develop. Nothing slips between the cracks.
Balloon dates and IO periods tracked months in advance — with countdown alerts at 90, 60, and 30 days.
Automatic detection when a payment is missed or partial — with cure deadline tracking and escalation timers.
Every balloon date, IO period, and payoff amount surfaced — with payment schedule and remaining balance.
Geographic and borrower concentration flagged automatically — before a single point of failure becomes a portfolio problem.
Track every note, assignment, and modification — and know exactly which borrowers are missing insurance certificates or other key files.
Policy expiration dates tracked per borrower — with alerts 60 and 30 days before lapse.
Your records say 6.00%. The note says 6.50%. NoteFolio flags the mismatch before it becomes a problem.
NoteFolio reads every promissory note and compares the extracted terms against your portfolio records — then surfaces any discrepancy so you can investigate and resolve it.
Not a search engine. Not a document reader. A portfolio-level analyst that understands all your notes at once — and answers in plain language, instantly.
Most tools answer questions about a single file. NoteFolio reasons across your entire portfolio.
Drop a CSV of your loans and NoteFolio ingests them in minutes. Address, borrower, balance, rate, maturity — all at once.
Drop your promissory notes, assignments, and modifications into the document vault. NoteFolio reads every clause.
NoteFolio auto-fills borrower info, balances, rates, maturities, guarantors, and key dates — with amber highlights on anything it needs you to confirm.
Every loan is tracked continuously — payments, maturities, balloon dates, concentration risk, and document gaps all in one view.
Every Monday morning, a briefing lands in your inbox — payments received, loans to watch, upcoming maturities, and action items for the week.
When a payment is late or a loan defaults, generate a professionally formatted notice PDF with one click — ready to send to the borrower.
Every Monday, a concise summary of what changed, what needs attention, and what can wait. NoteFolio assembles it from your live portfolio data.
Drop your promissory note, your existing CSV, or both. One upload per loan — takes a few minutes.
Review what it found. Correct anything that needs a closer look.
Every loan is tracked continuously from the moment you import it. Maturities, balloon dates, late payments, concentration risk — all surfaced automatically.
No credit card required for early access.